Insurance, Finance and Sales Flow of vehicle in Odoo 9.0

In this module we will see 3 different section connected together for processing of 4 wheeler vehicle and those are :

Sales

Finance

Insurance

Please see below screenshots for better explanation….

Sales Flow

Sales flow start from Enquiry. We can see Enquiry form below screenshots. Here we have stages called Draft,Lost,Dropped and Sale Order. There is button called create sale order on click of this button this enquiry will move to sale order form and Stage.

Here we can select Model of the Car and other information of Enquiry…

Once we click on Create sale order button in Enquiry it ask first to create new customer or merge with existing one..

Enquiry now moved to sale order stage…

Sales Order get created with all the required information…

There is button to approve exchange once that button is pressed existing sales order moved to GM for Approval…

When GM approved the same Booking button appear which will take this sale order to booking stage…

To confirm booking and moving it to allotment stage you need to add serial numbers for products…

Now it can be allotment…

Now we can check for finance approval…

Once Finance Approval is done we can go for invoice…

Finance Flow

here we have four stages Daily Booking, Login Sheet , Delivery receivables and Payment. Based on the condition it will move to different stages and gets approval for any booking.

Records in daily booking getting created when we do booking from sales…

for more information please contact sales@teckzilla.net

This odoo module developed by Teckzilla provides amazing functionality of making Authorize.net transactions in odoo.

The Authorize.net configuration is stored at the customer level. You can create a new customer from Sales -> Sales -> Customers menu.

We must provide the Email id for a customer

There is Authorize.net tab here, where some important details are stored. It has Profile ID, Payment ID, Address ID. These info will be populated automatically that is mentioned in the next section.

Go to Sales -> Sales -> Sales Orders. Create a sale order. NB:- We must have a stock able product.

We would then need to confirm the Sale order

Create invoice for this Sale order

This creates a draft invoice for the above Sale order

Validate the invoice

Make the payment for the invoice. Click on Register Payment

Select the Payment Method. Check the Payment Through Authorized.netbutton.
If the customer is making transaction for the very first time, system redirects the user to another tab where he can add payment details

NB:- We need to allow the browser open up the pop-ups for that.

We can see the button, Click to open Payment Form.

Click on this button.

System fetches details of the customer from odoo like Name, Address, Contact Number. Now we need to add new Payment Method.

To add the details click on Add a new Payment Method link. It opens a form where you can provide the card details.

Once all fields are filled up, click on Save button.

Go back to odoo invoice. Click on Validate button

We can see the invoice is now in Paid state. We can see the payment details under Authorized.net Payments tab in the invoice.

The system don’t asks for credit card details for making transactions. As well as, next time the transactions need to be made, no need to go through the same process.

As system have already captured necessary details for a customer. You can check the same from Contacts -> Customer -> Authorized.net tab.

2 We have registered “Vicky” as customer so we can now login as vicky in Odoo Database…

3. Now we can go inside Odoo db as Vicky User….

4. Click on website module in Odoo…

5. On Odoo website we can see my profile tab from here we can create our profile for this Odoo DB…

6 After creating profile we can see Inventory tab. In Inventory Tab we can create our product which is related to Vicky user….

7. After hitting on button create product this product which we have created from odoo website is getting created automatically in Odoo backend with linked user…

so that we can distinguish which product is related to which customer…

8.In Inventory tab we have Manage Inventory Option available after hitting on Manage inventory we can see our own created product with following information: Product Name, Reference, Quantity, Price , Weight and Print label button..

9. We can enter number of bar code to be printed and it will get printed in new tab….

10. We have shipment tab in Odoo website where we can add shipment for any particular customer . We can add address , Product , Quantity and Price for shipment….

11 After Saving above form new purchase order is getting created….

12. After hitting on Shipment… Customer can see their own created shipment information like Purchase Order, Creation Date, Expiration date, Product Quantity, Address, tracking number, Carrier and print label

13. Shipment in done status can not be edited….

14. Carrier Info is getting updated in back-end odoo automatically…

15 We can create different market places like Amazon , Ebay from Odoo website and can link with customer who have created it. Also we can check Orders here

For more information please contact sales@teckzilla.net

CXPay Integration with Odoo is nothing but third party payment gateway Integration within Odoo that is with Odoo website. Here we can provide facility to customer to create their website in Odoo with Shop.

Customer can order online and process payment from Odoo with the use of CXPay Integration. Please note Odoo does not store any sensitive information regarding your credit card. everything will be stored in third party gateways and managed from there.

Please check steps below:

1)Go to “Settings—–>Payments—–>Payment Acquirers” for configuration and set up .

2) We can see Payment Acquirer configuration in this page.

3) We can add username and password for configuration.

4) Go to “Accounting—–>Journals—–>Journals”, you will see the following webpage

5) Select Default debit and Credit Account…..

6) Now all the configurations are done for CXPay.

7) Click on product named “Test” or camera icon and go for add to cart option.